The goal of the Showcase is to streamline the due diligence path for Financial Advisors, RIAs, Research Managers, Portfolio Managers, Fund of Funds, Consultants and Family Offices by providing access, insight and interaction in a research oriented setting that empowers decision makers and fosters informational exchange, networking and enhancement of personal relationships.
To Investors, we add value by listening to their needs and presenting managers in a clear and thoughtful manner at investment regime specific times.
We bring value to our managers by thinking synergistically; leveraging our industry contacts and by thoughtfully packaging and guiding them through each phase of the marketing process in asset allocation speak.
For both investors and managers, we help your company maximize its potential by initiating and following through on systematically comprehensive marketing campaigns in a flexible style that fits your needs.
The event will attract leading RIAs, financial advisors, due diligence officers, fiduciaries and performance driven managers, for three days of presentations focused on the investment capabilities and industry opportunities.
- Open to leading advisors, fiduciary gatekeepers, due diligence and research managers from across multiple industry channels.
- Advisors and gatekeepers gain insight from individual portfolio manager, and subject matter presentations covering a broad range of highly relevant and timely topics.
- Benefit from one-on-one meetings along with group networking opportunities available throughout the event.
- Get the latest thinking on current events and insight on how leading portfolio managers are implementing their strategies in today’s volatile market.
One On One Meetings
Investors / Advisors
Investors and Advisors can pre schedule meetings with managers after viewing their 1 page tear sheets online. Investors and Adviser can also schedule meetings with managers with established strategies looking to launch a fund.
Managers who currently manage a fund have the ability to pre schedule 1-on-1 meetings with Registered Investment Advisors, Financial Advisors, Family Offices and other investors to source additional capital allocations.
Managers Considering A Fund
Managers considering a fund can pre schedule 1-on-1 meetings with Advisors and service providers to learn what to expect when starting a new fund, providing valuable guidance and insight.
Service Providers / Sponsors
Service Providers and Sponsors can pre schedule meetings with Alternative Lending Managers and other industry professionals, creating structured access to new prospects with a defined interest in their product or service.